FIGURE 8 INVESTMENT STRATEGIES LLC quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, FIGURE 8 INVESTMENT STRATEGIES LLC opened 0 positions, added to 2, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was TSM (+$1,674,922); the largest decrease was HDB (-$1,181,302).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 11,514; Shares 2026-06-30 11,655.
- GSK: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 20,306; Shares 2026-06-30 38,686.
Two Form 13F-HR filings compared (SEC CIK 1909570): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Courant Investment Management LLC | United States | $0.102B | 7 |
| Redwood Family Wealth LLC | United States | $0.102B | 102 |
| HighRoad Wealth Advisors, LLC | United States | $0.102B | 37 |
| VISION FINANCIAL MARKETS LLC | United States | $0.102B | 425 |
| MILFAM LLC | United States | $0.102B | 8 |
| Valued Retirements, Inc. | United States | $0.102B | 90 |
| Parsonex Advisory Services, Inc. | United States | $0.102B | 56 |
| Rosenthal | Henry Capital Advisors, Inc. | United States | $0.102B | 42 |
| Investment Management Trust, LLC | United States | $0.103B | 82 |
| Framtiden Holdings Management Co LLC | United States | $0.102B | 6 |